Part-Time Lead Bookkeeper / Client Manager at Your Front eOffice, Inc.

Human Interest


Senior Investment Analyst
Human Interest • via Wellfound
13 days ago
$1L–$1.2L a year
Full–time
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Job description
Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

Nearly half of all working Americans are not saving enough for their future. Too often it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth tech company changing the retirement industry. We’ve raised more than $700M in primary and secondary financings and are backed by a number of investors. Most recently, this includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more.

About the role

We are seeking a highly skilled and experienced Senior Investment Analyst to join our team at Human Interest Advisors, a leading provider of retirement planning and advisory services. The optimal candidate will have prior experience working with defined contribution plan clients and must be very familiar with automated advice platforms (sometimes referred to as “robo-advising” platforms). This role offers an exciting opportunity for a driven individual to make a significant impact by analyzing market trends, investment opportunities, and portfolio performance to support our clients' financial goals. The position will support HIA’s Investment Director in managing all aspects of HIA’s investment due diligence and advice, including research and oversight of investment options and HIA model portfolios, and will play an integral role in HIA’s investment committee.

What you get to do every day
• Oversee and monitor the selection and performance of plan and participant investment options
• Analyze and recommend changes to fund lineups or investment options, as necessary
• Notify plan sponsors of changes to investment options
• Facilitate and oversee the provision of automated investment advice to plan participants
• Direct all fund transactions
• Support HIA’s Investment Committee and participate in quarterly meetings
• Oversee advisory trading activities including rebalancing and mutual fund valuation policies and procedures
• Review HIA’s plan investment policy statement at least annually and update as necessary
• Assist in addressing Plan and Participant investment-related inquiries
• Interface closely with HIA compliance personnel to ensure fiduciary standards and advisory obligations are being met
• Monitor changes in SEC and DOL rules and regulations that may affect plans and participants

What you bring to the role
• A degree in finance, accounting or a relevant field
• A minimum of 8-10 years related experience
• Series 7 and 63 licenses
• CFA designation highly preferred
• General knowledge of ERISA and regulatory requirements of defined contribution plans
• Demonstrated experience with compliance and regulatory matters under the Investment Advisers Act of 1+40 and Investment Company Act of 1+40
• Strategic thinker and proficient in decision-making
• Ability to communicate effectively and in a professional manner
• Ability to prioritize and manage business expectations in a high volume environment
• Strong organizational, time management, and interpersonal skills
• Demonstrated ability to perform and thrive in a rapidly changing, fast-paced environment
• Flexibility and creativity, with the initiative to work through multiple solutions to issues and proactively and reliably drive projects forward
• Able to excel both independently and in a team environment

Why you will love working at Human Interest

Mission - Highly collaborative startup dedicated to supporting employee engagement and growth. It’s an opportunity to help solve one of the biggest unsolved problems in America: saving for retirement.

Culture - Our operating principles define how we come together as a team to do our work. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.
• Customer obsession
• Long-term orientation
• Autonomous and accountable teams
• An escalating bar for talent and performance
• Fundamental optimism

Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the US. The base salary for this position spans $100,000 - $120,000 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary that we offer to a new employee within this range is based on their location within the US, their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall Total Rewards package. Depending on the position, additional compensation components such as equity may be offered. All of our employees are offered a robust suite of physical, financial and mental wellness benefits.

Benefits -
• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Generous PTO and parental leave policies
• Addition Wealth - Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
• Lyra - Enhanced Mental Health Support for Employees and dependents
• Carrot - Fertility healthcare and family forming benefits
• Candidly - Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; quarterly lifestyle stipend
• Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech
• Fun online and regional events and celebrations and department and company offsites
• The vast majority of our positions can be 100% remote

We’re a great place to work (but don’t take our word for it)

Here’s a list of our awards and accolades:
• Certified as a Great Place To Work® (2023-2025)
• Fortune Best Place to Work in the Bay Area (2024)
• Best Places to Work by Built In (2023-2024)
• America’s Best Startup Employers by Forbes (2020-2022, 2024)
• A Top Company by Y Combinator (2020-2023)
• Inc. Fastest Growing Companies (2021)

Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, ****** orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws.

We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at applicantaccommodations@humaninterest.com.

Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines.

See more: https://humaninterest.com/disclosures
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Your Front eOffice


Part-Time Lead Bookkeeper / Client Manager at Your Front eOffice, Inc.
Your Front eOffice • Alaska, United States • via Jobgether
$48K–$57.6K a year
Part-time
No Degree Mentioned
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Job highlights
Identified by Google from the original job post
Qualifications
Your Front eOffice (YFeO) is looking to hire a part-time accountant who lives anywhere in the states of Illinois, Tennessee or Florida
3+ years of accounting experience (bookkeeping or tax)
Proficiency in QuickBooks Online and Microsoft Office Suite, experience with BILL, DEXT, and Sales Tax software (i.e
5 more items(s)
Benefits
This part-time W2 position at YFeO earns a competitive wage of $25-$30/hour
We provide excellent benefits, including Simple IRA with contribution match and a laptop with computer equipment
Our part-time employees can also get Paid Time Off to use for whatever they choose!
4 more items(s)
Responsibilities
As part of our team, you'll be responsible for managing a portfolio of clients while being their main point of contact, providing top-notch customer service, handling all core bookkeeping functions and building financial work processes, including but not limited to data entry, expense coding, accounts payable and receivable management, inventory management, reconciliations, analysis, financial app integrations and more
If you're organized, detail-oriented, and passionate about accounting, we want to hear from you
More job highlights
Job description
This a Full Remote job, the offer is available from: United States

REMOTE PART-TIME LEAD BOOKKEEPER / CLIENT MANAGER

Your Front eOffice (YFeO) is looking to hire a part-time accountant who lives anywhere in the states of Illinois, Tennessee or Florida. Do you love taxes but hate the stress during tax season? Or are you an accountant who wants to learn something new and broaden your accounting knowledge?

We’re looking to hire someone that can work at least 20 hours per week. This is a remote position, and we want a superstar ⭐ who will be with us long-term.

As part of our team, you'll be responsible for managing a portfolio of clients while being their main point of contact, providing top-notch customer service, handling all core bookkeeping functions and building financial work processes, including but not limited to data entry, expense coding, accounts payable and receivable management, inventory management, reconciliations, analysis, financial app integrations and more. If you're organized, detail-oriented, and passionate about accounting, we want to hear from you.

This part-time W2 position at YFeO earns a competitive wage of $25-$30/hour. We provide excellent benefits, including Simple IRA with contribution match and a laptop with computer equipment. Our part-time employees can also get Paid Time Off to use for whatever they choose! We offer other perks like phone and internet stipend, paid on-going training, kudos program, and other rewards programs throughout the year. If this sounds like the perfect opportunity for you, apply today!

Qualifications:
• 3+ years of accounting experience (bookkeeping or tax).
• Proficiency in QuickBooks Online and Microsoft Office Suite, experience with BILL, DEXT, and Sales Tax software (i.e. Avalara, TaxJar) is a major plus!
• Have a solid grasp on technology and learn how to navigate new programs easily
• Ability and confidence to troubleshoot independently
• Confident and strong written and verbal communication skills to correspond with other teams and clients
• Must be in the United States (ideal if you're located in IL, TN, FL)
• If you're currently a solo-bookkeeper or tax professional with a small book of business and are open to opportunities let us know.

Work Schedule:

This accounting position offers part-time work at 20+ hours a week that will grow into a full-time position within 12 months. We offer flexible scheduling with the ability to schedule work at any time during normal business hours. All of our employees work remotely from home! And the best part? You'll be working with an incredible group of rock stars who are dedicated to helping each other succeed.

About Your Front eOffice, Inc.

Your Front eOffice (YFeO) stands at the fore front of virtual accounting and bookkeeping services, dedicated to empowering businesses and nonprofits to thrive. Established over 15 years ago to meet the growing demand for remote accounting solutions, YFeO has evolved under the stewardship of Kay Morgan into a beacon of excellence, forging lasting relationships with diverse clientele. In March 2022, Aileen Gilpin assumed ownership, bringing over 16 years of entrepreneurial expertise and a vision for expansion. Aileen's strategic direction includes offering personalized business advisory services and harnessing the power of a diverse, remote team to drive innovation and client success. With a commitment to excellence and innovation, YFeO delivers tailored financial management solutions, allowing clients to focus on their core missions and achieve their goals. As YFeO embarks into the future, it remains steadfastly committed to its core values of trust, loyalty, and exceptional service, poised to continue its legacy of excellence for years to come.

ARE YOU READY TO JOIN OUR REMOTE ACCOUNTING TEAM?

If you feel you would be right for this remote, part-time lead bookkeeper and would like to work from home, please apply now. We look forward to meeting you!

This offer from "Your Front eOffice" has been enriched by Jobgether.com and got a 74% flex score.